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Disclosery

PJUL INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

241 managers (241 13F filers) reported a position in PJUL shares at 2025-03-31, 16,510,606 shares in all. 11 filers opened a position and 24 filers sold out during the quarter.

Managers
241
13F filers
241
New
11
Added
37
Reduced
115
Sold out
24
Shares held by filers
16,510,606

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ALLIANCEBERNSTEIN L.P.3,448,188$139M0.05%-142,89213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,178,382$47.4M0.84%+40,78813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC693,311$27.9M0.04%+44,93713F-HRTimeline
Janney Montgomery Scott LLC575,346$23.1M0.07%+17,42013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.474,433$19.1M0.04%-68,55613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC457,378$18.4M0.01%+2,27313F-HRTimelineGroup
HighTower Advisors, LLC391,996$15.8M0.02%-54713F-HRTimeline
BLAIR WILLIAM & CO/IL350,090$14.1M0.04%-6,56013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC325,602$13.1M<0.01%-43,89113F-HRTimelineGroup
Cetera Investment Advisers247,794$9.96M0.02%+17,42713F-HRTimeline
LPL Financial LLC244,453$9.82M<0.01%+104,94513F-HRTimeline
NorthCoast Asset Management LLC209,789$8.43M0.04%-6,77513F-HR/ATimeline
CWM, LLCin group CWM, LLC209,099$8.4M0.03%+69,92013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC207,899$8.36M0.04%-11,09413F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC196,861$7.91M0.19%-24,65813F-HRTimeline
AA Financial Advisors, LLC194,171$7.8M1.9%+89713F-HRTimeline
MML INVESTORS SERVICES, LLC192,203$7.72M0.03%-26,80413F-HRTimeline
CoreCap Advisors, LLC175,875$7.07M0.31%-2,04213F-HRTimeline
Motiv8 Investments LLC173,894$6.99M4.64%+33813F-HRTimeline
HARBOUR INVESTMENTS, INC.153,870$6.18M0.18%-5,55113F-HRTimeline
Southland Equity Partners LLC151,151$6.07M1.41%-1,00513F-HRTimeline
MBL Wealth, LLC149,698$6.02M0.61%+1,41913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP149,495$6.01M0.01%+73013F-HRTimelineGroup
Cambridge Investment Research Advisors,…148,412$5.96M0.02%-4,71613F-HRTimeline
Stuart Chaussee & Associates, Inc.142,829$5.74M1.43%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…140,270$5.64M0.01%-178,78213F-HRTimeline
FSA WEALTH PARTNERS, INC.134,798$5.42M2.05%-1,65913F-HRTimeline
Composition Wealth, LLC133,865$5.38M0.11%-1,21613F-HRTimeline
Advisory Alpha, LLC131,146$5.27M0.18%-5,62013F-HR/ATimeline
Global Strategic Investment Solutions, …129,603$5.21M0.6%+10,32213F-HRTimeline
MTM FINANCIAL GROUP, LLC126,654$5.09M2.98%-83513F-HRTimeline
Weaver Consulting Group110,425$4.44M1.34%-1,65513F-HRTimeline
World Investment Advisors106,819$4.29M0.11%-73,55313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management106,173$4.27M0.06%-13,15513F-HRTimelineGroup
Midwest Financial Network, LLC101,200$4.07M4.06%+1,83313F-HRTimeline
Beacon Pointe Advisors, LLC93,602$3.76M0.04%-84313F-HRTimeline
Cresset Asset Management, LLC93,395$3.75M0.02%-64313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC85,773$3.53M0.08%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC86,424$3.47M0.03%+30,40813F-HRTimeline
Orion Portfolio Solutions, LLC86,424$3.47M0.03%+30,40813F-HR/ATimeline
NewEdge Advisors, LLC81,932$3.29M0.02%-3,23613F-HRTimeline
Elmwood Wealth Management, Inc.80,712$3.24M1.33%-4,68513F-HRTimeline
McAdam, LLC80,110$3.22M0.2%-62713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC77,876$3.13M0.01%-2913F-HRTimelineGroup
Farther Finance Advisors, LLC76,977$3.11M0.08%+64,87213F-HRTimeline
CENTAURUS FINANCIAL, INC.74,137$2.98M0.18%-1,35913F-HRTimeline
Weaver Capital Management LLC68,291$2.74M0.73%-16,90713F-HRTimeline
Capasso Planning Partners LLC67,249$2.7M1.13%-83413F-HRTimeline
CRA Financial Services, LLC64,635$2.6M0.44%-4,26513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC60,933$2.45M0.46%-56913F-HRTimeline
WorthPointe, LLC59,625$2.4M1.09%-15213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management59,019$2.37M0.08%013F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC58,310$2.34M0.43%-17,45813F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…55,793$2.24M0.95%-1,82013F-HRTimeline
Foundations Investment Advisors, LLC55,415$2.23M0.04%-3,90913F-HRTimeline
OneDigital Investment Advisors LLC52,131$2.1M0.02%-3,56013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,363$2.02M0.06%-4,28913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC49,885$2M<0.01%new13F-HR/ATimelineGroup
BCS Wealth Management49,481$1.99M0.51%-5,32413F-HRTimeline
Chicago Partners Investment Group LLC49,137$1.98M0.07%+7,57513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …46,172$1.86M0.44%-1313F-HRTimelineGroup
Berkshire Money Management, Inc.44,137$1.77M0.2%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.43,202$1.74M0.01%-1013F-HRTimeline
Outlook Wealth Advisors, LLC42,281$1.7M0.47%-24,97213F-HRTimeline
IFP Advisors, Inc41,391$1.66M0.05%-4,84413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC41,236$1.66M0.06%+6,44813F-HRTimelineGroup
Lakeridge Wealth Management LLC41,138$1.65M0.83%-35313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth40,873$1.64M<0.01%-8,78913F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.40,674$1.63M0.02%-14,37113F-HRTimeline
Jacobi Capital Management LLC40,652$1.63M0.12%013F-HRTimeline
Catalina Capital Group, LLC39,971$1.61M1.07%-31,62713F-HRTimeline
Encompass More Asset Management38,792$1.56M0.47%+7,77913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS38,386$1.54M<0.01%-50,62213F-HRTimeline
Diligent Investors, LLC37,507$1.51M0.37%-7,58213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,374$1.5M<0.01%+17,78713F-HRTimelineGroup
Long Island Wealth Management, Inc.37,032$1.49M0.91%-43,82113F-HRTimeline
AE Wealth Management LLC36,333$1.46M0.01%-1,63413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC36,100$1.44M0.12%+18,65213F-HRTimeline
Patriot Financial Group Insurance Agenc…34,644$1.39M0.19%-35013F-HRTimeline
Trek Financial, LLC33,484$1.35M0.1%-1,03513F-HRTimeline
RFG Advisory, LLC33,148$1.33M0.04%+9,84213F-HRTimeline
ARS Wealth Advisors Group, LLC32,519$1.31M0.18%-8,11413F-HRTimeline
Cornerstone Planning Group LLC33,196$1.31M0.31%new13F-HRTimeline
Keystone Wealth Services, LLC32,290$1.3M0.35%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…30,653$1.23M0.02%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV30,415$1.22M0.09%-11113F-HRTimeline
Bedel Financial Consulting, Inc.30,190$1.21M0.17%013F-HRTimeline
Bison Wealth, LLC29,979$1.2M0.11%-3,93813F-HRTimeline
Kingsview Wealth Management, LLC29,906$1.2M0.02%013F-HRTimeline
MAI Capital Management29,300$1.18M0.01%-6,41613F-HRTimeline
Chris Bulman Inc29,297$1.18M0.74%-36513F-HRTimeline
ODonnell Financial Services, LLC28,545$1.15M0.47%-4,42713F-HRTimeline
Triad Wealth Partners, LLC28,486$1.14M0.36%+11,45213F-HRTimeline
HBW ADVISORY SERVICES LLC28,482$1.14M0.16%-10213F-HRTimeline
GILL CAPITAL PARTNERS, LLC27,682$1.11M0.39%013F-HRTimeline
TOWNSQUARE CAPITAL LLC26,788$1.08M0.01%-10413F-HRTimeline
WEALTH ALLIANCE, LLC26,665$1.07M0.13%-2,50013F-HRTimeline
Fragasso Financial Advisors Inc26,453$1.06M0.08%-68113F-HRTimeline
Castle Rock Wealth Management, LLC26,220$1.06M0.29%013F-HRTimeline
OLD MISSION CAPITAL LLC26,124$1.05M0.02%+18,18613F-HRTimeline
FSA Advisors, Inc.26,051$1.05M0.83%+31313F-HRTimeline
Kearns & Associates LLC25,755$1.04M0.67%013F-HRTimeline
Advisory Services Network, LLC23,867$959K0.02%-9513F-HRTimeline
Continuum Advisory, LLC23,581$948K0.12%-1,59313F-HRTimeline
Cardinal Point Capital Management ULC23,348$938K0.09%-7,00713F-HRTimeline
Horizon Investments, LLC22,651$910K0.03%+9,52113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO22,461$903K0.01%013F-HRTimelineGroup
Strategic Blueprint, LLC22,192$892K0.05%-4,23713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,779$875K0.01%-713F-HRTimelineGroup
Bellwether Advisors, LLC21,750$874K0.18%-1,33313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,304$856K0.03%-69513F-HRTimeline
Compass Advisory Group LLC21,087$847K0.3%-1,69013F-HRTimeline
Koshinski Asset Management, Inc.20,305$816K0.07%013F-HRTimeline
Ascent Wealth Partners, LLC19,305$776K0.1%+6,89013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC19,190$771K0.25%013F-HRTimeline
Vantage Point Financial LLC18,742$753K0.38%+1,13613F-HRTimeline
AdvisorNet Financial, Inc18,636$749K0.06%+25213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC19,338$749K0.16%013F-HRTimeline
Orion Capital Management LLC18,577$747K0.31%013F-HRTimeline
Comprehensive Financial Planning, Inc./…18,284$735K0.71%-11113F-HRTimeline
Delta Investment Management, LLC17,739$713K0.14%-7,03013F-HRTimeline
WPWealth LLP17,603$707K0.14%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC17,510$704K0.21%-1,24013F-HRTimeline
XML Financial, LLC16,412$660K0.06%-2,43713F-HRTimeline
Nikulski Financial, Inc.16,305$655K0.2%-2,30013F-HRTimeline
Steward Partners Investment Advisory, L…15,936$640K0.01%-10013F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,808$635K0.02%-7,81113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,703$631K<0.01%+1,10013F-HRTimelineGroup
SageView Advisory Group, LLC15,337$616K0.03%013F-HRTimeline
Quest 10 Wealth Builders, Inc.14,595$596K0.64%013F-HRTimeline
Schulz Wealth, LTD.14,831$596K0.45%013F-HRTimeline
J.W. COLE ADVISORS, INC.14,699$591K0.02%new13F-HRTimeline
Wood Tarver Financial Group, LLC14,587$586K0.19%-3513F-HRTimeline
Cornerstone Wealth Group, LLC14,538$584K0.05%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14,248$573K0.05%-3,35713F-HRTimeline
DHJJ Financial Advisors, Ltd.14,171$570K0.23%-1,20013F-HRTimeline
HFG Wealth Management, LLC13,524$557K0.34%-86,22313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC13,800$555K0.01%013F-HRTimelineGroup
Arax Advisory Partners13,529$544K0.03%-12313F-HRTimeline
Focus Financial Network, Inc.13,529$544K0.02%-6313F-HRTimeline
Valmark Advisers, Inc.13,155$529K0.01%-7,04213F-HRTimeline
ALTFEST L J & CO INC12,876$517K0.06%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.12,734$512K0.02%new13F-HRTimeline
Lineweaver Wealth Advisors, LLC12,677$510K0.09%013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC12,503$502K0.29%013F-HRTimeline
City Center Advisors, LLC12,369$497K0.58%+59513F-HRTimeline
Modern Wealth Management, LLC12,171$489K0.02%013F-HR/ATimeline
Certified Advisory Corp12,137$488K0.06%-1,79413F-HRTimeline
Mariner, LLCin group Mariner, LLC11,945$480K<0.01%-66213F-HRTimelineGroup
Per Stirling Capital Management, LLC.11,911$479K0.07%-8213F-HRTimeline
Mutual Advisors, LLC11,846$473K0.01%-5113F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC11,305$454K0.16%-96813F-HRTimeline
Alliance Wealth Advisors, LLC11,200$450K0.26%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,195$450K<0.01%-2,05513F-HR/ATimelineGroup
RETIREMENT INCOME SOLUTIONS, INC10,869$437K0.09%013F-HRTimeline
Sovran Advisors, LLC10,914$425K0.06%013F-HRTimeline
Sigma Planning Corp10,188$409K0.01%-2,30713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,158$408K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC10,016$403K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,983$401K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,948$400K<0.01%+8,85613F-HRTimelineGroup
PFG Advisors9,576$385K0.02%-87813F-HRTimeline
LaSalle St. Investment Advisors, LLC9,562$384K0.09%-1,31113F-HRTimeline
TWO SIGMA SECURITIES, LLC9,521$383K0.06%-1,64713F-HRTimeline
Buska Wealth Management, LLC9,341$375K0.12%-53413F-HRTimeline
Clear Point Advisors Inc.9,245$372K0.33%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,220$371K0.01%new13F-HRTimeline
Vishria Bird Financial Group, LLC8,851$356K0.12%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,726$351K0.03%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.8,348$336K0.02%-86,10013F-HRTimelineGroup
NorthCrest Asset Manangement, LLC8,322$334K0.01%-2,10713F-HRTimeline
Visionary Wealth Advisors8,186$329K0.02%-4,23913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,003$322K0.01%-1,81413F-HRTimelineGroup
Pinnacle Wealth Management Group, Inc.7,755$312K0.22%-64513F-HRTimeline
Allworth Financial LP7,836$311K<0.01%-49113F-HRTimeline
Tradition Wealth Management, LLC7,648$307K0.03%013F-HRTimeline
Three Seasons Wealth, LLC7,624$306K0.15%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,572$303K0.02%013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED7,247$290K0.03%-21613F-HR/ATimeline
NBZ Investment Advisors LLC7,165$288K0.17%-11,18713F-HRTimeline
RETIREMENT GUYS FORMULA LLC7,163$288K0.14%013F-HRTimeline
CITY HOLDING CO6,785$273K0.04%-19213F-HRTimeline
Virtue Capital Management, LLC6,519$262K0.03%new13F-HRTimeline
Dakota Wealth Management6,493$261K0.01%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC6,430$258K0.09%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO6,200$249K0.05%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,983$240K0.02%013F-HRTimeline
Betterment LLC5,923$238K<0.01%+73813F-HRTimeline
B. Riley Wealth Advisors, Inc.5,917$238K0.01%-44813F-HRTimeline
Beacon Financial Advisory LLC5,870$236K0.07%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,748$231K0.03%013F-HRTimeline
Cape Investment Advisory, Inc.5,700$229K0.09%013F-HRTimeline
Retirement Planning Group, LLC5,672$228K0.01%013F-HRTimeline
IHT Wealth Management, LLC5,663$228K0.01%-38213F-HRTimeline
Ashton Thomas Private Wealth, LLC5,630$226K0.01%new13F-HRTimeline
Jessup Wealth Management, Inc5,533$222K0.09%013F-HRTimeline
Sequoia Financial Advisors, LLC5,416$218K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,402$217K0.01%013F-HRTimelineGroup
Arete Wealth Advisors, LLC5,357$215K0.02%013F-HRTimeline
Clay Northam Wealth Management, LLC5,310$213K0.15%-1,50013F-HRTimeline